Client Portal
General

Client Portal

Documentation
Updated about 23 hours ago
portal
client-facing
user-guide

Client Portal

The Client Portal is a branded page where your clients can manage their own appointments, view outstanding balances, and access packages and vouchers — without calling or messaging you.

Each client gets a unique, secure link. No app download required — it works in any browser on phone or desktop.


What Clients Can Do

| Feature | Description | |---------|-------------| | View upcoming appointments | See date, time, treatment, and practitioner | | Book new appointments | One-tap booking with their details pre-filled | | Cancel appointments | Cancel upcoming bookings with a confirmation step | | Check balance | See any outstanding payments | | View packages | Check remaining sessions on purchased packages | | View vouchers | See gift voucher balances and expiry dates | | Contact the clinic | Phone, email, and address shown on the dashboard |


How Clients Log In

Clients access the portal via a magic link — a one-time secure link sent by SMS or email. No password needed.

  1. Client visits your portal URL (e.g., portal.aestheti.cc/your-clinic)
  2. They enter their email or phone number
  3. A magic link is sent to them
  4. They tap the link and they're in

Magic links expire after a set time. If a link has expired or already been used, the client sees a friendly error page with a "Request a New Link" button.


Enabling the Portal

Navigate to: Settings → Portal Settings

From here you can:

  • Turn the portal on or off for your business
  • Set your portal URL slug (the part after portal.aestheti.cc/)
  • Choose your brand colour — the portal uses your clinic's primary colour for nav highlights and buttons
  • Preview the portal — team members can preview exactly what clients see with one click (no magic link needed)

Portal Dashboard

When a client logs in, they see a personalised dashboard with:

  • Next appointment card — their upcoming booking highlighted at the top
  • Quick links — tiles for Appointments, Payments, Packages, and Vouchers with live badge counts
  • Upcoming appointments list — all future bookings with date, time, and treatment
  • Clinic contact details — your phone number, email, and address

The dashboard uses your brand colour and warm neutral tones for a clean, professional look.


Portal Preview for Team Members

You can preview the portal without sending yourself a magic link:

  1. Go to Settings → Portal Settings
  2. Click Preview Portal
  3. A 1-hour preview session opens in a new tab

A banner at the top confirms you're in preview mode. This is useful for checking how your portal looks before sharing it with clients.


Analytics

Portal activity is tracked automatically:

  • Page views
  • "Book Now" clicks
  • Appointment cancellations
  • Login requests
  • Error page views

These events appear in your PostHog analytics if connected.


Related Guides


Need help? support@aestheti.cc

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